Defined Benefit (Pension) · DOL Form 5500 · 2022

Goldenwest Federal Credit Union Pension Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
448
Participants Below avg headcount
85th
Percentile by assets National rank
$82,736
Avg per participant Below avg balance/head
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Official DOL plan name: Goldenwest Federal Credit Union Defined Benefit Plan and Trust · Sponsored by Goldenwest Federal Credit Union · Utah · Finance & Insurance

$37M in assets, 448 participants

Goldenwest Federal Credit Union's Goldenwest Federal Credit Union Defined Benefit Plan and Trust reported $37M in total assets and 448 participants in its 2022 DOL Form 5500 filing, ranking in the 85th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,050 in Finance & Insurance (9,261 peers)

Where Goldenwest Federal Credit Union Defined Benefit Plan and Trust sits by assets

Goldenwest Federal Credit Union Defined Benefit Plan and Trust sits in the top quartile of all filed plans by assets, $37M for 448 participants (~$82,736/participant), down 2.7% in 2022.

#7,050
in Finance & Insurance (9,261 peers)
-2.7%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Goldenwest Federal Credit Union Defined Benefit Plan and Trust's outsized position by total assets

Goldenwest Federal Credit Union Defined Benefit Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$37,065,949 Top 15% higher than 85% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Goldenwest Federal Credit Union Defined Benefit Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Goldenwest Federal Credit Union Defined Benefit Plan and Trust sits mid-pack in the medium band (448 participants).

Published 5500 schedule card

Filing strip 870214471 · Goldenwest Federal Credit Union PY 2022 · Defined Benefit (Pension)

Goldenwest Federal Credit Union Defined Benefit Plan and Trust · $37M · 448 · 85th

  • PART $37M
  • PART 448
  • PART 85th
  • PART Defined Benefit (Pension)
  • PART near Pension Plan for Hawaii Dental Service
  • PART ind #7050

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Utah →

Goldenwest Federal Credit Union Defined Benefit Plan and Trust in the asset neighbourhood

Radio, Tv & Recording Arts Pension FundRadio, Tv & Recording Arts P…$37MGoldenwest Federal Credit Union Defined Benefit Plan and TrustGoldenwest Federal Credit Un…$37MPension Plan for Hawaii Dental ServicePension Plan for Hawaii Dent…$37MUnite/Here 74 Pension Trust FundUnite/Here 74 Pension Trust …$37MNoland Health Services Retirement Income PlanNoland Health Services Retir…$37M
End-of-year total assets ($M) among Goldenwest Federal Credit Union Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$37M
Net Income-$1M
Employer EIN870214471
Plan Effective Date1962-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Goldenwest Federal Credit Union)

Sponsor-wide plan assets over time

All Goldenwest Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$73M 37.28121718264771% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $53.3M $73.2M ▲ +37.3%
Year Plans Participants Total Assets
2022 2 1,050 $53M
2023 2 1,122 $64M
2024 2 1,197 $73M

Nearby Defined Benefit (Pension) Plans in Utah

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Goldenwest Federal Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Utah, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Goldenwest Federal Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.037065949 · Participants: 448Goldenwest Federal Credit Union Defined Benefit Plan and TrustDeseret Mutual Master Retirement Plan, Total assets ($B): 7.751671588 · Participants: 12102Deseret Mutual Master Retirement PlanIntermountain Healthcare Pension Plan, Total assets ($B): 3.008488 · Participants: 30404Intermountain Healthcare Pension PlanRio Tinto America Inc. Retirement Plan, Total assets ($B): 0.84339411 · Participants: 1747Rio Tinto America Inc. Retirement PlanAmerica First Credit Union Pension Plan, Total assets ($B): 0.486755711 · Participants: 2406America First Credit Union Pension PlanRetail Food Employers & Ufcw Local 711 Pension, Total assets ($B): 0.333464015 · Participants: 8484Retail Food Employers & Ufcw Local 711 Pension
Goldenwest Federal Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Utah, assets vs. participants
Compare Goldenwest Federal Credit Union Defined Benefit Plan and Trust side-by-side with 3 peers →

Goldenwest Federal Credit Union Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Utah, the nearest Defined Benefit (Pension) by assets is Pension Plan for Hawaii Dental Service in HI ($37M); by covered participants it is Hubbell Incorporated Retirement Plan for Salaried and Hourly Employees in CT (448 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($37M here).

Similar participant headcount

Nearest other-state filings by covered participants (448 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Goldenwest Federal Credit Union Defined Benefit Plan and Trust assets move in 2022? ▼
Goldenwest Federal Credit Union Defined Benefit Plan and Trust edged down modestly - down 2.7% during 2022, from $38M to $37M. Reported net income was -$1M.
How have Goldenwest Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Goldenwest Federal Credit Union's sponsor-wide assets grew 37.3%, from $53M to $73M.
Where does Goldenwest Federal Credit Union Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Goldenwest Federal Credit Union Defined Benefit Plan and Trust ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Goldenwest Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Hawaii Dental Service in HI ($37M, 115 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Goldenwest Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Hubbell Incorporated Retirement Plan for Salaried and Hourly Employees in CT (448 participants, $307M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 870214471.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.